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1,697 hedge funds and large institutions have $93.3B invested in Chubb in 2024 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 592 increasing their positions, 650 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 70

39% more funds holding in top 10

Funds holding in top 10: 3650 (+14)

30% more call options, than puts

Call options by funds: $480M | Put options by funds: $369M

13% more capital invested

Capital invested by funds: $82.5B → $93.3B (+$10.8B)

6% more funds holding

Funds holding: 1,5991,697 (+98)

0.59% less ownership

Funds ownership: 89.47%88.88% (-0.59%)

9% less repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 650

Holders
1,697
Holders Change
+98
Holders Change %
+6.13%
% of All Funds
24.44%
Holding in Top 10
50
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+38.89%
% of All Funds
0.72%
New
189
Increased
592
Reduced
650
Closed
70
Calls
$480M
Puts
$369M
Net Calls
+$111M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
551
Soltis Investment Advisors
Utah
$3.68M +$3.49M +14,205 New
NB
552
Norinchukin Bank
Japan
$3.68M -$70.1K -285 -2%
WC
553
Weil Company
California
$3.68M +$10.1K +41 +0.3%
CB
554
Community Bank
New York
$3.63M -$39.3K -160 -1%
WI
555
Wintrust Investments
Illinois
$3.62M +$205K +834 +6%
CIA
556
Concurrent Investment Advisors
Florida
$3.6M -$465K -1,893 -12%
AWS
557
Atria Wealth Solutions
New York
$3.59M +$224K +912 +7%
KIA
558
KCM Investment Advisors
California
$3.58M +$71.5K +291 +2%
SDIC
559
South Dakota Investment Council
South Dakota
$3.56M
TI
560
Tidal Investments
Wisconsin
$3.53M +$190K +773 +6%
NIM
561
Nicollet Investment Management
Minnesota
$3.53M -$28.3K -115 -0.8%
IRAG
562
Investment Research & Advisory Group
Georgia
$3.52M +$41.6K +169 +1%
FTDI
563
First Trust Direct Indexing
Massachusetts
$3.5M +$46.7K +190 +1%
RWP
564
RWA Wealth Partners
Massachusetts
$3.49M -$34.2K -139 -1%
DCM
565
Delta Capital Management
New Jersey
$3.48M
UA
566
Unison Advisors
District of Columbia
$3.48M +$18.2K +74 +0.6%
MHIC
567
Marble Harbor Investment Counsel
Massachusetts
$3.47M +$24.6K +100 +0.8%
KRSITF
568
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.47M -$285K -1,161 -8%
VA
569
Vident Advisory
Georgia
$3.46M -$44.5K -181 -1%
MCM
570
McRae Capital Management
New Jersey
$3.45M +$1.69M +6,860 +106%
KS
571
Karpas Strategies
Connecticut
$3.37M -$10.1K -41 -0.3%
PFS
572
Prospera Financial Services
Texas
$3.36M +$135K +551 +4%
PG
573
Patten Group
Tennessee
$3.34M -$2.21K -9 -0.1%
VIM
574
Vinva Investment Management
Australia
$3.34M -$112K -455 -3%
WCM
575
Wunderlich Capital Managemnt
Tennessee
$3.31M -$162K -659 -5%

CB Hedge Fund Activity: Q1 2024 in Review

1,697 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2024, worth a combined $93.3B — up 13% from $82.5B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new CB positions and 70 closed out — a net gain of 119 holders — while 592 added to existing stakes and 650 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.43B. The largest seller was Wellington Management Group, cutting an estimated $1.49B.

  • 1,697 institutional investors held Chubb (CB) as of Q1 2024, up from 1,599 in Q4 2023.
  • Funds reported $93.3B of Chubb stock for Q1 2024, up 13% quarter-over-quarter.
  • 189 funds opened new Chubb positions in Q1 2024 and 70 closed out, a net change of +119 holders.
  • The largest Chubb buyer in Q1 2024 was Berkshire Hathaway, an estimated $1.43B added.
  • The largest Chubb seller in Q1 2024 was Wellington Management Group, an estimated $1.49B sold.

Based on aggregated 13F filings for Q1 2024.